There are a few fields to help establish who will be receiving the historical record for this order item, what membership options can be purchased, and for what price.
Choosing a Customer
To get started, you can select the customer who is purchasing the membership. This helps determine who will be listed on the history of the order item. By default, the
Bill To account for the order is selected as the customer but you can change this by entering full or partial name of the individual or company and clicking . If more than one account is found that matches the name entered, a message is shown to let you know and you can choose which account to use as the customer.
Reviewing the Customer's Current Membership Details
To see the details of the selected customer's most recent membership, click Current Membership Detail.
Choosing a Membership Type
Membership Type lists all membership types available to the chosen customer, depending on if the customer is an individual or company. You can click
Membership Type and select the membership type for the customer.
Choosing a Stage
You can use
Stage to select what stage of a membership you'd like to select for the customer. If the customer is not a current member, the selection defaults to
Join. If the customer is a current member, the selection defaults to
Choosing a Price Class
You can use
Price Class to select the price class to use for the customer. If the user is a current member, the selection defaults to
Member. If the customer is not a member, the selection defaults to
Choosing Automatic Renewal
If the selected membership type is set up to be automatically renewable, you can select
Automatically Renew? to enable automatic renewal for the membership.
Products linked to the chosen membership type are displayed and you can hover over each product name to see some record detail or click to browse to the record for more information.
Selecting Membership Products
The Membership Products section shows all products linked to the chosen membership type where
Primary. If there is only one
Primary linked product, the product is automatically selected. If there are more than one
Primary linked product, you can click to select a product for the customer.
You can change the
End Date, and/or
Price for each product in the list, so you can set the customer's membership term and cost.
Multiple Primary Products
Selecting Other Products
The Other Products section shows all products linked to the chosen membership type where
Required linked products are automatically selected; though you can deselect them if not needed.
Optional and linked products are not selected and you can select the ones needed for the customer.
You can change the
Price for each product in the list, so you can set the cost of each product.
Selecting Donation Products
The Donation Products section shows all products linked to the chosen membership type where
Donation. You can select one of more donation products, chose the appeal to which is relates, and enter the gift amount. Only appeals where
Active are displayed.
Once your product selection is complete, you can click Save to add the order item to the cart or Cancel to discard your selections.
If you forget to click Save and browse to another page, your selections will be lost.
Editing an Order
Reviewing and Adjusting Information
To help set context for changes to the order, you can review the selected customer, membership type, and stage selections for the order item. These selections cannot be changed, but highlight to whom selections are designated, the type of membership that was ordered and in what stage.
If you'd like to change the customer, membership type, or stage for a membership in the order, we recommend that you delete the current order item and add a new order item with your desired settings and product selections.
Also, you can select the price class for the customer purchasing the merchandise which controls the prices for the displayed products, as well as–if the selected membership type is set up for automatic renewal–you can select to enable or disable automatic renewal.
When you are editing, the Membership Products and Other Products, and Donation Products sections display the previously selected products, dates, and prices.
You can select products with a click, which are then shown in green. When a product selection is removed, it is shown in red. In addition to changing selections, you can also adjust the dates and price for each product. The price of each is updated with each adjustment so you can see the impact of each change.
To edit a donation that was added when ordering the membership, you'll need to edit the donation order item directly, as the donation is not show on the Add Membership page.
Adding Selection Adjustments
Once your product selection adjustments are complete, you can click Save to add the order item to the cart or Cancel to discard your changes.
If you forget to click Save and browse to another page, your selection adjustments will be lost.